Compass: Highly Profitable And Worth Buying

Compass (COMP) remains a buy as it outpaces industry growth and leverages the Anywhere Real Estate acquisition. COMP trades at a de-risked entry point, with a 10.3x EV/FY26 adjusted EBITDA multiple and strong margin improvement prospects. Q1 revenue guidance of $2.55–$2.75B implies 88–102% y/y growth, driven by M&A and expanding post-transaction services.